SELECT SECTOR SPDR TR's ticker is XLP and the CUSIP is 81369Y308. A total of 751 filers reported holding SELECT SECTOR SPDR TR in Q1 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,489,518 | -49.4% | 137,909 | -45.1% | 0.78% | -36.6% |
| Q4 2022 | $18,741,721 | +17.8% | 251,398 | +5.4% | 1.23% | +18.9% |
| Q3 2022 | $15,910,000 | +39.9% | 238,417 | +51.4% | 1.04% | +72.1% |
| Q2 2022 | $11,369,000 | -44.9% | 157,503 | -42.1% | 0.60% | -44.3% |
| Q1 2022 | $20,639,000 | +460.1% | 271,962 | +469.1% | 1.08% | +385.7% |
| Q4 2021 | $3,685,000 | -32.1% | 47,784 | -39.4% | 0.22% | -26.6% |
| Q3 2021 | $5,431,000 | -63.7% | 78,890 | -63.1% | 0.30% | -62.1% |
| Q2 2021 | $14,949,000 | +250.0% | 213,654 | +220.7% | 0.80% | +477.7% |
| Q3 2020 | $4,271,000 | +369.9% | 66,624 | +330.0% | 0.14% | +504.3% |
| Q2 2020 | $909,000 | -49.0% | 15,494 | -52.6% | 0.02% | -51.1% |
| Q1 2020 | $1,782,000 | -2.8% | 32,716 | +12.3% | 0.05% | +80.8% |
| Q4 2019 | $1,834,000 | – | 29,121 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wechter Feldman Wealth Management, Inc. | 82,241 | $4,480,000 | 10.94% |
| SEARCY FINANCIAL SERVICES INC /ADV | 136,762 | $7,449,000 | 10.57% |
| Chicago Wealth Management, Inc. | 146,796 | $7,996,000 | 9.45% |
| SWARTHMORE GROUP INC | 23,450 | $1,277,000 | 6.76% |
| JANICZEK WEALTH MANAGEMENT, LLC | 219,956 | $11,981,000 | 6.75% |
| Private Wealth Advisors, LLC | 142,418 | $7,758,000 | 6.36% |
| Capital Advantage, Inc. | 262,606 | $15,888,000 | 6.21% |
| Conservest Capital Advisors, Inc. | 631,878 | $34,418,000 | 5.70% |
| SL ADVISORS, LLC | 23,921 | $1,303,000 | 5.67% |
| Danda Trouve Investment Management, Inc. | 49,362 | $2,689,000 | 5.58% |